SECURE 2.0 – What You Need To Know About the Securing a Strong Retirement Act
On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0). Broadly, SECURE 2.0 is intended to make retirement saving...How can I Maximize my Retirement Savings?
Gabe gives insight on maximizing your retirement savings with a few key strategies. Three Different Ways to Maximize your Retirement Savings Depending on your Circumstances There are a few ways we like to strategize in order to maximize savings. Here are the factors...The 4% Rule: Is it Safe for Your Retirement Income Strategy?
Gabe touches on SRP’s stance on the validity of the 4% rule. How Safe is the 4% Withdrawal Rule in Retirement? Now this question depends on the individual. But, it is a great rule of thumb for retirees who have a balanced portfolio and are planning a 30-year...ExxonMobil Benefits Package + Retirement Considerations
In this 5 part video series, Certified Financial Planners and Advisors, Ryan and Gabe, cover the components of the ExxonMobil Benefits package and all of the factors to consider for planning your retirement. Click the list icon in the top right corner of the video to...
Why You Shouldn’t Panic About Higher Rates and a Falling Market
Presented by Gabe Lapito and Ryan Gomendi As we encounter another downswing in the ongoing bear market, it’s only natural to be concerned and ask questions. Here’s where we are at the moment: using the S&P 500 as a measure, the markets are down 22 percent from the...Ready to Get Acquainted?
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